Trainee Mortgage Advisor
Trainee Mortgage Advisor

Trainee Mortgage Advisor

Bridgend Trainee 28000 - 42000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Help clients find the best mortgage options and build strong relationships.
  • Company: Join Peter Alan, a leading estate agency in Swansea with a supportive culture.
  • Benefits: Enjoy competitive pay, industry-leading training, and all-expenses-paid trips for top achievers.
  • Why this job: Kickstart your career with transparent progression and a motivating team environment.
  • Qualifications: Bring a positive attitude, resilience, and a full UK driving licence.
  • Other info: We celebrate diversity and encourage everyone to apply, even if you don't meet every requirement.

The predicted salary is between 28000 - 42000 £ per year.

Trainee Mortgage Advisor

Peter Alan in Bridgend offers structured and transparent progression opportunities – Competitive basic salary – OTE year one £35,000 – £50,000 realistic and achievable – Warm leads – Industry leading training – Agile and nimble IT systems

What’s in it for you as our Trainee Mortgage Advisor?

  • Full support and training provided to become CF1&CF6 qualified and achieve CAS/RMA status.
  • Up to 6 months spent in the residential business as a paid employee with dedicated study time to complete your mortgage qualification.
  • Transparent and fair progression structure allowing you to forge a true career.
  • Highly skilled and experienced management team.
  • Competitive basic salary with a realistic year one OTE of £35-50k.
  • Central Admin Support and agile IT tools to help you succeed.
  • Supportive encouraging and rewarding environmen t – We invest in you!
  • All expense paid trips for top achievers.

Key responsibilities of a Trainee Mortgage Advisor:

  • Building relationships with the Estate Agency team through training and support.
  • Take part in regular team meetings to discuss best practice and build relationships.
  • You will conduct 2 to 3 appointments a day.
  • Providing advice on a range of products and services to meet your customers’ needs.
  • You will also be attracting new customers and business whilst being motivated to achieve professional goals within a result-driven environment.

Skills and experience required to be a successful Trainee Mortgage Advisor:

  • Resilient, positive and a friendly can-do attitude
  • Strong track record in generating new sale s and following through to completion
  • Motivated to be successful
  • Always doing the right thing by the customer
  • Able to work under pressure and build strong alliances
  • Attention to detail
  • Good customer services skills
  • Full UK driving licence

Connells Group is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, transgender status, religion or belief, marital status, or pregnancy and maternity.

Don’t meet every single requirement? Studies have shown that women and people of colour are less likely to apply to jobs unless they meet every single qualification. At Connells Group we are dedicated to building a diverse, inclusive and authentic workplace. So, if you’re excited about this role but your experience doesn’t fit perfectly with every aspect of the job description, we encourage you to apply anyway. You may be just the right candidate for this or other opportunities.

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Trainee Mortgage Advisor employer: Peter Alan

Peter Alan in Swansea is an exceptional employer, offering a supportive and rewarding work environment where you can thrive as a Trainee Mortgage Advisor. With industry-leading training, transparent progression opportunities, and a competitive salary structure, we invest in your growth and success. Join us to build meaningful relationships and achieve your professional goals in a dynamic team culture that celebrates diversity and inclusivity.
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Contact Detail:

Peter Alan Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Trainee Mortgage Advisor

✨Tip Number 1

Familiarise yourself with the mortgage industry and current market trends. This knowledge will not only help you in interviews but also demonstrate your genuine interest in the role.

✨Tip Number 2

Network with professionals in the mortgage and real estate sectors. Attend local events or join online forums to connect with others who can provide insights and potentially refer you to opportunities.

✨Tip Number 3

Prepare for potential interview questions by practising your responses to common scenarios a Trainee Mortgage Advisor might face. This will help you feel more confident and articulate during the interview.

✨Tip Number 4

Showcase your customer service skills in any interactions you have with the company. Whether it's through emails or phone calls, demonstrating a friendly and professional attitude can leave a lasting impression.

We think you need these skills to ace Trainee Mortgage Advisor

Customer Service Skills
Sales Skills
Relationship Building
Resilience
Attention to Detail
Motivation and Drive
Ability to Work Under Pressure
Communication Skills
Team Collaboration
Problem-Solving Skills
Time Management
Adaptability
Full UK Driving Licence

Some tips for your application 🫡

Understand the Role: Read the job description carefully to understand the key responsibilities and skills required for the Trainee Mortgage Advisor position. Tailor your application to highlight how your experiences align with these requirements.

Craft a Compelling CV: Ensure your CV is up-to-date and clearly outlines your relevant experience, skills, and achievements. Use bullet points for clarity and focus on quantifiable results where possible, especially in sales or customer service roles.

Write a Strong Cover Letter: Your cover letter should express your enthusiasm for the role and the company. Mention specific aspects of Peter Alan that attract you, such as their training opportunities and supportive environment, and explain how you can contribute to their success.

Proofread Your Application: Before submitting, thoroughly proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects attention to detail, which is crucial for a role in mortgage advising.

How to prepare for a job interview at Peter Alan

✨Show Your Enthusiasm

Make sure to express your excitement about the role of Trainee Mortgage Advisor. Companies like Peter Alan value candidates who are genuinely interested in the position and the industry, so let your passion shine through during the interview.

✨Demonstrate Your Customer Service Skills

Since the role involves providing advice and building relationships with customers, be prepared to share examples of how you've successfully handled customer interactions in the past. Highlight your ability to listen, empathise, and resolve issues effectively.

✨Prepare for Scenario Questions

Expect to face scenario-based questions that assess your problem-solving skills and resilience. Think of situations where you had to overcome challenges or meet targets, and be ready to discuss how you approached these scenarios.

✨Research the Company Culture

Familiarise yourself with Peter Alan's values and work environment. Understanding their commitment to training and support will help you align your answers with what they are looking for in a candidate, showing that you are a good fit for their team.

Trainee Mortgage Advisor
Peter Alan
Location: Bridgend
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